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CGiggy on July 24, 2024
Objective Overview We have built out a series of sequences of two template emails announcing our participation to exhibit at a trade show. To automate the enrollment, we built a workflow that will have this sequence be sent to the segmeneted lis read more
0 upvote
1 Reply
Hall of Famer | Partner
July 24, 2024 08:31
Hi @CGiggy , The main issue seems to be that some users on whose behalf you're trying to send emails do not have access to the sequence. more
ASeidanova2 on July 24, 2024
Good Day, I have a question regarding the drop down select option in properties. I have a drop down property that I have at the company level for all my customers. I manually created the options in that drop down selection, however as I w read more
1 upvote
2 Replies
Top Contributor | Partner
July 24, 2024 07:08
Hey @ASeidanova2 You can edit properties , such as dropdown select and multiple checkboxes, to add or remove options Kindly follow the more
KRoos on July 24, 2024
Hi All, the sales team has a lot of tasks, like acquisition tasks, follow-up tasks (like I've spoken to a client, he's interested, but wants me to call back in a couple of months), workflow tasks, tasks from deals (to follow-up on an offer). The read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 24, 2024 05:55
Hi @KRoos , Task queues could indeed be helpful with what you're trying to do: more
Mlho on July 23, 2024
If I have a new property that I am trying to implement, how do I make it global relative to all companies? Is there an efficient way to ensure that the property is automatically updated for all companies?
0 upvote
3 Replies
Key Advisor | Diamond Partner
July 24, 2024 01:54
Hi @Mlho , To make a property global across all company records: Go to settings > "Objects" > "Companies." Click "Record more
Mlho on July 23, 2024
If a company has rebranded and the email addresses have changed, how do you update/merge contacts to reflect the new branding? Furthermore, if the contact with the old branding was on a certain list, how do you make sure that the contact with the n read more
0 upvote
2 Replies
Hall of Famer | Partner
July 24, 2024 00:38
Hi @Mlho , This is unfortunately not as straight-forward as it seems at first. Let's not think about lists and first about updating the more
AGiannoni on July 23, 2024
Olá, eu preciso criar um codigo unico por negocio de no maximo 5 digitos devido a uma demanda de operação interna. O id do registro possui de 9 a 11 digitos, tornando ele muito extenso. Alguma dica de como posso criar um campo personalizado para res read more
1 upvote
4 Replies
Thought Leader | Platinum Partner
July 23, 2024 13:00
Olá, se quiser criar códigos únicos como uma propriedade personalizada no HubSpot, pode fazê-lo: - manualmente - através de automações programadas more
Shubham_Sharma on July 23, 2024
Hello Community members and Partners! I have a simple question regarding the HubSpot Community email signature How can I create a signature for the HubSpot community I tried creating a signature and added that code under the settings and pe read more
2 Replies
Accepted solution
Top Contributor | Partner
July 23, 2024 01:52
Hey @Shubham_Sharma The best practice would be to create an email signature from the HubSpot email signature generator and then add the more
WBetancourt9 on July 21, 2024
How can I create those tabs in the contact list view to organize the different contact lists that I have? Thank you
0 upvote
4 Replies
Accepted solution
Hall of Famer | Elite Partner
July 21, 2024 21:36
Hi @WBetancourt9 happy to help with getting tabs set up for your contacts. Those tabs are called "saved views" - you can find the more
OBetzalel on July 21, 2024
Hi, Simple request - I want to be able to send internal email to a user if a new contact has been created under the company. The company owner is dynamic and we need a functionality that once a contact is created, we want to set that the company read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
July 21, 2024 07:55
@OBetzalel this would still only happen if there was also at least one contact created in the past 24 hours. The removal of a contact alone would more
AKoleno on July 19, 2024
I am looking for a solution to the following problem. We receive leads via email from multiple manufacturer's whose products we sell. What I am trying to do is figure out how to automatically create an 'unassigned' contact from the lead information read more
1 upvote
1 Reply
Accepted solution
Thought Leader | Platinum Partner
July 19, 2024 09:53
Hey @AKoleno so 1 option could be to give your manufacturers a HubSpot form for them to complete with the order/client information, but this more
Coopr on July 17, 2024
I see how I can create an Invoice from a Deal. When I do so, some aspects of the Invoice are populated from the Deal (like the Contact). However, the Line Items in the Invoice are not updated from the Deal. What I'd like to have happen i read more
0 upvote
1 Reply
Accepted solution
Member | Gold Partner
July 18, 2024 08:21
Hey @Coopr , Unfortunately, HubSpot didn't provide this feature to automatically add the line items to Invoices. When you are creating an Invoice, more
TimDavies on July 16, 2024
Hello Hubspot Community. It's a pleasurte to join you all. I'm looking for a recommendation for a resource inside or outside the HubSpot academy that will guide me through the process of configuring HubSpot, prior to importing contacts. I kno read more
0 upvote
1 Reply
Thought Leader | Platinum Partner
July 17, 2024 04:57
Hey @TimDavies welcome to the group! It's great you're already thinking about how you want to organise your contacts, that's a first step a lot of more
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